Vice President, Client Services - Private Assets

Responsibilities

• Cultivate connections with C-suite executives. Gain insight into their professional history and achievements. Recognize key decision-makers and influencers. Foster personal relationships.
• Assess the extent of infrastructure investments made by the client. Familiarize yourself with their other service providers and vendors, and identify their existing challenges.
• Understand the fund structure and related entities. Understand investment strategy and short- and long-term business vision.
• New Sales – Existing Clients: Identify & investigate opportunities to strengthen existing partnerships by advocating for the inclusion of more CITCO products and services.
• Assist in the coordination of new client integrations and existing client launches.
• Ensure clients are familiar with CITCO systems, processes, and outputs.
• Manage Service Level Agreement negotiations with the client in accordance with the service proposal, collaborating closely with the appropriate Operations Team.
• Establish a formal communication strategy format with the client, which may include quarterly meetings, usually in person, along with monthly calls. Implement this communication strategy and communicate updates regarding Citco's developments, system enhancements, and product improvements to clients.
• Act as the client's representative within the organization and oversee internal communications with various business lines, operational teams, and support teams.
• Develop Key Performance Indicators (KPIs) for both internal use and external dissemination.
• Prepare local and global presentations/reports as required on client relationships.
• Review profitability of client accounts and address negative trends.
• Support the development of pricing models and fee proposals for the launch of new funds, the introduction of additional services, and the restructuring of fees.
• Regularly update the CRM system on a weekly basis to reflect client activities that are pertinent to the business.

Qualifications

• 8 – 10 years of experience in client service and managing client relationships of an alternative asset manager at a fund administrator or other similar service provider.
• Skills in negotiation, business planning and budgeting, margin analysis and technical accounting.
• Strong leadership skills.
• Project management skills with attention to detail and proven ability to multi-task.
• Strong written and verbal communication skills.
• Bachelor’s Degree in Accounting or similar fields. CPA designation a plus.

Pay

Salary range: USD $150,000-220,000

Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.